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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharon? Claim Your ProfileSharon Rae Morris is a financial advisor at Wells Fargo Clearing Services, LLC. Sharon has been in the financial services industry since 1994 and has extensive experience in investment advisory services. Sharon has held various positions throughout her career including positions at WELLS FARGO INVESTMENTS, LLC, MARQUETTE FINANCIAL GROUP, INC., LINSCO/PRIVATE LEDGER CORP., PRIMEVEST FINANCIAL SERVICES, INC., JURAN & MOODY, INC., and PARK INVESTMENT CORPORATION. Sharon is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7 license, a Series 63 license, and a Series 65 license. Sharon is also registered with the state of California as an investment advisor representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
07/30/2019 - Present
Wells Fargo Clearing Services, LLC (ROCHESTER MN)
MN
08/03/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ROCHESTER MN)
MN
01/04/2001 - 07/30/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
SC
10/30/1998 - 01/08/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
10/02/1995 - 11/12/1998
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
10/03/1994 - 10/02/1995
JURAN & MOODY, INC. (ST. PAUL MN)
MN
03/14/1994 - 10/03/1994
PARK INVESTMENT CORPORATION (MINNEAPOLIS MN)
IA
Issued 05/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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